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Announcing Fieldguide University

In an industry undergoing unprecedented change, having a competitive advantage requires innovation and adaptability. At Fieldguide, we understand the importance of arming your staff with the right AI tools and knowledge to take their skills to the next level. That’s why we’re excited to launch Fieldguide University — our new comprehensive, interactive learning platform tailored specifically for the advisory and audit professional.

When we designed Fieldguide University, we had one clear goal: to provide your teams, from the seasoned pros to entry-level team members, with the expertise to help drive efficiency, boost engagement quality, and support your firm’s growth.

We’ve developed a standardized suite of online courses, created by AI experts and former practitioners, that empower firms to achieve more with their teams by increasing collaboration and significantly reducing onboarding time. With everyone on the same page, less time is spent on support issues and more time is dedicated to high-value work.

Here’s how Fieldguide University can make a real impact on your firm.

Boost Efficiencies and Productivity

One of the biggest challenges for firms today is quickly getting teams up to speed with new technology without sacrificing productivity. With Fieldguide University, we’ve designed short but effective online training courses to give your busy teams everything they need to become highly proficient in using Fieldguide. By ramping up team members faster, your firm can reduce non-billable time and stay productive.

Deliver a Consistent, Top-Tier Client Experience

Fieldguide University gives your team the training they need to allow for faster and clearer communication and responsiveness to client requests. Teams are equipped to deliver a consistent, top-tier experience — no matter what engagement or team member they are working with.

We also understand that a cohesive team is an efficient team. By getting everyone on board with Fieldguide’s best practices and templates, you’ll streamline collaboration and avoid the confusion that can come with poor communication. The result? Faster adoption times, fewer errors, and greater ROI.

Better Training = Happier Teams

Fieldguide University’s online training allows your staff to learn at their own pace and choose which content best fits their specific needs. They can dive into the “Introduction to Fieldguide,” which teaches the basics of navigating and using Fieldguide or for more advanced learning, there’s the “Fieldguide AI Mastery” course, a comprehensive training on Fieldguide’s more advanced AI features.

After completing each course, your team members will earn a Fieldguide University badge that showcases their technical skills. Fieldguide University isn't just a platform for learning; it's a strategic investment in your firm's future. By equipping your teams with the knowledge and skills they need to succeed, you're not only strengthening client relationships but also positioning your firm as a leader in your industry.  

We’re very excited to bring you this new learning opportunity. Stay tuned for more modules available in the coming weeks.

We would love for you to check out Fieldguide University today. Sign up today!

Chad Williams

VP Customer Success

Senior executive with proven experience in building, managing and leading Customer Success, Professional Services, Support, Product Management, and Pre-Sales Consulting organizations with a demonstrated ability to recruit, motivate, grow and retain highly effective and profitable organizations.

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